RFA
BA icon

Resurgent Financial Advisors’s Boeing BA Stock Holding History

Resurgent Financial Advisors’s Portfolio BA Stock Details BA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-446
Closed -$116K – 220
2023
Q4 		$116K Buy
446
+38
+9% +$8.13K 0.07% 232
2023
Q3 		$78.2K Sell
408
-4
-1% -$875 0.05% 262
2023
Q2 		$87K Buy
412
+3
+0.7% +$623 0.06% 251
2023
Q1 		$86.9K Sell
409
-215
-34% -$44.7K 0.06% 248
2022
Q4 		$119K Buy
+624
New +$102K 0.06% 279

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Resurgent Financial Advisors's BA Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of Boeing (BA) in Q1 2024, closing a stake of 446 shares — an estimated $116K sold.

Resurgent Financial Advisors first reported a position in BA in Q4 2022 and held it in 5 quarters. The position peaked at $119K in Q4 2022. 2,194 funds tracked by Wall St. Rank hold BA as of Q1 2024.

  • Resurgent Financial Advisors reported no remaining Boeing position as of Q1 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 446 Boeing shares in Q1 2024, an estimated $116K.
  • Resurgent Financial Advisors first reported a position in Boeing in Q4 2022 and held it in 5 quarters.
  • Resurgent Financial Advisors's Boeing position peaked at $119K in Q4 2022.
  • 2,194 funds tracked by Wall St. Rank held Boeing as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.